EL · 8-K · 20261102PR000057

Guidance and Outlook

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 62 · Surprise 68 · No source text

On November 2, 2026, the company raised its fiscal 2027 full-year outlook, covering the year ending June 30, 2027. It now forecasts organic net sales growth of 4.0%–5.5%, adjusted operating margin of 12.9%–13.7%, and adjusted diluted EPS of $3.20–$3.45. The prior ranges were 3%–5%, 12.7%–13.5%, and $3.10–$3.35, respectively. The outlook also assumes operating cash flow of $1.4–$1.5 billion and capital expenditures of approximately 4% of projected sales.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
marginpositivecommitted+0.2%The company raised its fiscal 2027 full-year adjusted operating margin outlook to 12.9%–13.7%, from 12.7%–13.5%.
net_incomepositivecommitted—The company raised its fiscal 2027 full-year adjusted diluted net earnings per common share outlook to $3.20–$3.45, from $3.10–$3.35.